DFGR vs USRT

ADFGR

BUSRT

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$22,110XLK · USRT $11,911

Lowest cost0.08%USRT · $8 on $10k

Most income3.85%DFGR · $385 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common68.2%DFGR and USRT

Dimensional - Global Real Estate ETF · $4.0BiShares Core U.S. REIT ETF · $4.3B

+12.1%3 years · per year$14,072 · $15,247+15.1%

[…]5 years · per year[…] · $11,911+3.6%

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.85%12-mo yield$385 · $266 on $10k

Cards for this view

DFGR

Dimensional - Global Real Estate

[…]

USRT

iShares Core U.S. REIT

$11,911

MeasureDFGRUSRT

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.85%2.66%

5 years, per year[…]+3.6%

3 years, per year+12.1%+15.1%

Worst drop · 1Y−10.8%−12.4%

Volatility · 1Y12.5%

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$114.2B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.66%	−0.1%	+17.8%	+16.5%	+15.1%	+3.6%	−12.4%	$4.3B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.85%	−0.3%	+11.0%	+10.3%	+12.1%	new	−10.8%	$4.0B

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$114.2B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.66%	−0.1%	+17.8%	+16.5%	+15.1%	+3.6%	−12.4%	$4.3B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.85%	−0.3%	+11.0%	+10.3%	+12.1%	new	−10.8%	$4.0B

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